{ "crd_number": 158207, "slug": "jamestown-l-p-atlanta-ga-158207", "primary_business_name": "JAMESTOWN, L.P.", "legal_name": "JAMESTOWN, L.P.", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-27", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-01", "carried_forward": false, "raum_total": 7055603661.0, "raum_discretionary": 5552542111.0, "raum_non_discretionary": 1503061550.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 233, "advisory_employees": 107, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 25729262.0, "count": 1, "description": "REGULATION A" }, "pooled_investment_vehicles": { "raum": 7029874399.0, "count": 22 } }, "compensation_types": [ "fixed", "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA", "MA", "VA" ], "websites": [ "https://facebook.com/JAMESTOWN-LP-399222620508304", "https://facebook.com/JAMESTOWN.DE", "https://instagram.com/JAMESTOWN.DE", "https://instagram.com/JAMESTOWN.LP", "https://jamestown.de", "https://jamestowninvest.com", "https://jamestownlp.com", "https://linkedin.com/COMPANY/JAMESTOWN", "https://linkedin.com/COMPANY/JAMESTOWN-LATIN-AMERICA/ABOUT", "https://linkedin.com/COMPANY/JAMESTOWN-US-IMMOBILIEN-GMBH", "https://marketplace.jamestowninvest.com", "https://tiktok.com/@JAMESTOWN.LP", "https://vimeo.com/JAMESTOWNDE", "https://vimeo.com/JAMESTOWNLP", "https://xing.com/PAGES/JAMESTOWNUS-IMMOBILIENGMBH", "https://youtube.com/@JAMESTOWNDE", "https://youtube.com/CHANNEL/UC6ennJrk-wt1J8usZgIIiWg/featured", "https://youtube.com/USER/JAMESTOWNKOELN" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158207", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/jamestown-l-p-atlanta-ga-158207", "display_name": "Jamestown, L.P.", "summary": "Jamestown, L.P. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.", "citation": "AdvisorCensus. Jamestown, L.P. (CRD 158207): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Jamestown, L.P. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Jamestown, L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Jamestown, L.P. located?", "a": "Jamestown, L.P.'s principal office is in Atlanta, GA, according to its Form ADV; the June 2026 filing also lists 5 other offices (Schedule D, Section 1.F)." }, { "q": "Is Jamestown, L.P. registered with the SEC or a state?", "a": "Jamestown, L.P. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158207." }, { "q": "How much does Jamestown, L.P. manage?", "a": "Jamestown, L.P. reports $7,055,603,661 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (79% discretionary)." }, { "q": "How have Jamestown, L.P.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Jamestown, L.P.: Regulatory assets under management: $7,931,229,694 in the October 2021 data and $7,055,603,661 in the October 2026 data, down 11%. Total employees: 186 in October 2021 and 233 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Jamestown, L.P. serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22); other (1)." }, { "q": "Does Jamestown, L.P. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158207" }, { "q": "What changed in Jamestown, L.P.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 106 to 107. Changed its office addresses in Bogota. Changed its office addresses in San Francisco, CA." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 7931229694.0, "total_employees": 186, "filing_date": "2021-07-08" }, { "period": "2022-10-01", "regulatory_assets_under_management": 8256318058.0, "total_employees": 195, "filing_date": "2022-05-13" }, { "period": "2023-10-01", "regulatory_assets_under_management": 8507037201.0, "total_employees": 213, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7076357188.0, "total_employees": 205, "filing_date": "2024-05-02" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7152747787.0, "total_employees": 221, "filing_date": "2025-05-21" }, { "period": "2026-10-01", "regulatory_assets_under_management": 7055603661.0, "total_employees": 233, "filing_date": "2026-05-01" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 106 to 107.", "Changed its office addresses in Bogota.", "Changed its office addresses in San Francisco, CA." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/jamestown-l-p-atlanta-ga-158207.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 22, "fewer_than_5": false, "raum": 7029874399.0 }, { "type": "other", "label": "Other", "count": 1, "fewer_than_5": false, "raum": 25729262.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158207", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }